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Name: Roadmap To Succession Planning
Date: June 22, 2023
Time: 11:30 AM - 1:00 PM EDT
Registration: Sorry, public registration for this event has been closed.
Event Description:

Michigan is home to 902,000 small businesses, with 1.9 million small business employees, representing 48.3% of Michigan workers. 99.6% of Michigan businesses are defined as small businesses with fewer than 500 employees. What do these businesses do when the time comes to retire or sell? Join us on Thursday, June 22nd to hear first-hand accounts of the Succession Planning process. 

Presenters include Dr. Andrew Grillo who recently acquired the Great Lakes Bay Orthodontics practice from Drs. Dale and Lisa Davis, DeLois Leapheart of Adoption Option Inc, who is actively working with her board on succession planning so that they can smoothly transition the organization's leadership into new hands in the future, John Haag of Yeo & Yeo to discuss the ins and outs of business valuation, and Mike Nunneley of Michigan SBDC to provide best practice insight on what can be a confusing and difficult topic to navigate. Roadmap to Succession planning will offer something for all business types and for business owners of all ages, including those who are looking to acquire an existing business.

  • DeLois Leapheart of Adoption Option
  • John Haag of Yeo & Yeo
  • Dr. Andrew Grillo and Dr. Dale Davis of Great Lakes Bay Orthodontics
  • Mike Nunneley of Michigan SBDC

Event Sponsors:
Holiday Inn of Midland
810 Cinema Dr
Midland, MI 48642
Date/Time Information:
Thursday, June 22, 2023
11:30 a.m. - 1:00 p.m.
Contact Information:
Emily Lyons
Early-Bird Member Registration: $25
Member Registration: $30
Future Member Registration: $35

*Per MBA policy, all event registration cancellations must be made at least 48-hours in advance of the event date for a refund.

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